Vodacom Group Limited (VODAF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vodacom Group Limited (VODAF) trades at $8.98 with AI Score 54/100 (Grade B). Vodacom Group Limited is a leading telecommunications provider in South Africa, offering a wide range of connectivity, digital, and financial services. Market cap: $17.4B, Sector: Communication services.
Price as of Aug 20, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for VODAF: VODAF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VODAF against Communication Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
VODAF: 2/3 scored disciplines lean bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Vodacom Group Limited (VODAF) Media & Communications Profile
Vodacom Group Limited stands as a prominent telecommunications provider in South Africa, delivering an extensive array of connectivity, digital, and financial services, while maintaining a robust market position and competitive edge through innovation and diversified offerings.
What Is the Investment Thesis for VODAF?
Vodacom Group Limited presents a solid investment thesis driven by its diverse service offerings and strong market position. With a market capitalization of $17.4B and a P/E ratio of 15.1, the company showcases a profit margin of 11.8% and a gross margin of 47.1%, indicating operational efficiency. The ongoing expansion of digital financial services and cloud solutions positions Vodacom for growth, particularly in emerging markets. The company’s commitment to innovation and technology adoption enhances its competitive edge. Furthermore, the dividend yield of 4.55% reflects a shareholder-friendly approach, appealing to income-focused investors. As Vodacom continues to capitalize on the growing demand for connectivity and digital services, it is well-positioned to achieve sustained revenue growth.
Based on FMP financials and quantitative analysis
VODAF Key Highlights
Market cap of $17.4B reflects Vodacom's strong market presence.
- P/E ratio of 15.1 indicates reasonable valuation relative to earnings.
- Profit margin of 11.8% showcases operational efficiency.
- Gross margin of 47.1% exceeds industry averages, highlighting competitive advantage.
- Dividend yield of 4.55% demonstrates commitment to returning value to shareholders.
Who Are VODAF's Competitors?
VODAF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MTNOF MTN Group Limited | $14.56 | +0.00% | $26.7B | 51 |
| AAFRF Airtel Africa Plc | $4.40 | +0.00% | $16.0B | 52 |
| BCEPF BCE Inc. | $15.02 | +0.00% | $14.0B | 53 |
| ELMUY Elisa Oyj | $20.79 | -1.42% | $13.4B | 52 |
| HLTOY Hellenic Telecommunications Organization S.A. | $11.66 | +1.62% | $19.2B | 49 |
| VDMCY Vodacom Group Limited | $9.22 | -1.21% | $17.8B | 54 |
| KKPNF Koninklijke KPN N.V. | $4.71 | +0.21% | $18.1B | 54 |
| VIV Telefônica Brasil S.A. | $11.49 | +1.77% | $18.4B | 54 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VODAF's Key Strengths?
Leading telecommunications provider in South Africa with a strong market share.
- Diverse portfolio of services including digital financial solutions.
- Established technological infrastructure supporting a wide range of services.
- Strong brand recognition and customer loyalty.
What Are VODAF's Weaknesses?
Dependence on the South African market for a significant portion of revenue.
- Challenges in expanding into more competitive international markets.
- Potential regulatory hurdles in the telecommunications sector.
- High operational costs associated with maintaining extensive infrastructure.
What Could Drive VODAF Stock Higher?
Expansion of 5G services to enhance connectivity and service offerings.
- Growth in digital financial services driven by increasing demand for fintech solutions.
- Continued investment in cloud services to capture market share in the growing cloud computing sector.
- Launch of new IoT solutions targeting various industries to drive revenue growth.
- Development of the SmartCitizen app to improve public service engagement.
What Are the Key Risks for VODAF?
Inconsistent delivery — missed Wall Street EPS estimates in 6 of the last 8 reported quarters.
- Regulatory changes that may impact operational flexibility and market strategies.
- Intense competition from local and international telecommunications providers.
- Economic fluctuations that could affect consumer spending on telecommunications services.
- Rapid technological changes requiring continuous investment and adaptation.
What Are the Growth Opportunities for VODAF?
- By leveraging its existing customer base and technological infrastructure, Vodacom aims to capture a larger share of this burgeoning market, enhancing its revenue streams and customer engagement.
- Vodacom's investment in cloud hosting and security services positions it to benefit from this trend, as businesses increasingly seek reliable and scalable solutions for their IT needs.
- Growth opportunity 3: Vodacom's SmartCitizen mobile app aims to enhance public service transparency, tapping into the growing trend of digital governance. As governments worldwide adopt digital solutions to improve citizen engagement, Vodacom's initiative could lead to increased partnerships and revenue opportunities in the public sector.
- Growth opportunity 4: The expansion of 5G technology presents Vodacom with an opportunity to enhance its service offerings and improve network efficiency. As the global 5G market is expected to exceed $667 billion by 2026, Vodacom's early adoption and investment in 5G infrastructure could provide a competitive advantage in delivering high-speed connectivity.
- Growth opportunity 5: Vodacom's focus on IoT solutions, particularly in sectors such as agriculture and logistics, offers substantial growth potential. The global IoT market is projected to reach $1.1 trillion by 2026, and Vodacom's ability to provide tailored IoT solutions can drive new revenue streams and enhance customer loyalty.
What Are VODAF's Competitive Advantages?
- Strong brand recognition and market presence in South Africa.
- Diverse service offerings that cater to various customer segments.
- Established partnerships with global technology providers for enhanced service delivery.
- Robust technological infrastructure supporting a wide range of services.
- Commitment to innovation and customer-centric solutions.
What Does VODAF Do?
Vodacom Group Limited, founded in 1993, operates as a connectivity, digital, and financial services company based in Midrand, South Africa. Initially established to provide mobile communication services, Vodacom has evolved significantly over the years, expanding its offerings to include a comprehensive range of communication services such as data, mobile and fixed voice, messaging, and enterprise IT solutions. The company has also ventured into digital financial services, catering to both personal finance and business solutions. Vodacom provides mobile and fixed-line connectivity solutions, internet services, and virtual private network services, leveraging various technologies including wireless, fixed-line, satellite, and converged systems. Additionally, the company offers cloud hosting and security services, which encompass infrastructure as a service, platform as a service, and software as a service. Vodacom's carrier service products include wholesale APN data, managed satellite services, and broadband internet access, among others. The company has made significant strides in the digital space with initiatives like the SmartCitizen mobile app, aimed at enhancing transparency and accountability in public services. As a subsidiary of Vodafone Investments SA (Pty) Limited, Vodacom is well-positioned in the telecommunications market, serving millions of customers across South Africa and internationally.
What Products and Services Does VODAF Offer?
- Provide mobile and fixed voice communication services.
- Offer data and messaging services for personal and business use.
- Deliver digital financial services for personal finance and business solutions.
- Supply cloud hosting and security services, including IaaS, PaaS, and SaaS.
- Facilitate internet and virtual private network services.
- Develop and maintain the SmartCitizen mobile app for public service transparency.
How Does VODAF Make Money?
- Generate revenue through subscription and usage fees for mobile and fixed-line services.
- Earn income from digital financial services and enterprise IT solutions.
- Provide cloud hosting and security services on a subscription basis.
- Offer carrier services and wholesale products to other telecommunications providers.
- Monetize IoT solutions through partnerships and service agreements.
What Industry Does VODAF Operate In?
The telecommunications industry is witnessing rapid transformation driven by advancements in technology and increasing demand for digital services. With a global market size projected to grow significantly, Vodacom is well-positioned to capitalize on these trends. The competitive landscape includes major players such as MTN Group, BCE Inc., and others, each vying for market share in both mobile and fixed-line services. Vodacom's comprehensive service portfolio and focus on innovation allow it to maintain a competitive edge in this evolving market.
Who Are VODAF's Key Customers?
- Individual consumers seeking mobile and fixed-line communication services.
- Small to medium-sized enterprises requiring digital financial and IT solutions.
- Large corporations needing comprehensive connectivity and cloud services.
- Government entities utilizing the SmartCitizen app for public service management.
- Developers and businesses looking for IoT solutions for various applications.
Company Profile
Vodacom Group Limited operates in the Telecommunications Services industry within the Communication Services sector. It is headquartered in Midrand, ZA. The company is led by CEO Mohamed Shameel Aziz Joosub. VODAF has traded publicly since 2012.
Key Financial Metrics
Return on equity for Vodacom Group Limited stands at 22.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 7.5%, showing how much profit it generates from its asset base. VODAF trades at a trailing price-to-earnings ratio of 15.10, below the Communication Services sector average of ~18x. Its free cash flow yield is 10.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.10 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.7%, the inverse of the P/E and a quick read on earnings relative to price.
VODAF Valuation & Market Position
With a $17.4B market cap, Vodacom Group Limited sits in the large-cap segment of the market. Relative to its peer group, VODAF's quantitative score of 54/100 is roughly in line with the peer average of 51/100.
Quarterly Financial Performance: Vodacom Group Limited
Revenue for Vodacom Group Limited came in at $85.16B during Q1 2026, a 6.6% improvement versus the preceding quarter. The company recorded net income of $11.49B, with diluted EPS of $5.60. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Communication Services company. Across the four most recent quarters, VODAF averaged $3.59 in diluted EPS.
Financial Health
Vodacom Group Limited's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.93 places it in the grey zone, a middle ground that warrants monitoring.
Earnings Track Record
Vodacom Group Limited has missed Wall Street's EPS estimate in 6 of its last 8 reported quarters — a recurring pattern of falling short of estimates. Reported results have landed about 8.3% below estimates on average.
Forward Outlook
Wall Street analysts project Vodacom Group Limited revenue of about $165.58B for fiscal 2026, with EPS near $10.19. The estimate reflects 8 contributing analysts.
VODAF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Leading telecommunications provider in South Africa with a strong market share.
- Diverse portfolio of services including digital financial solutions.
- Established technological infrastructure supporting a wide range of services.
- Strong brand recognition and customer loyalty.
Bear Case
- Dependence on the South African market for a significant portion of revenue.
- Challenges in expanding into more competitive international markets.
- Potential regulatory hurdles in the telecommunications sector.
- High operational costs associated with maintaining extensive infrastructure.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $85.16B | $11.49B | $5.60 |
| Q3 2025 | $79.88B | $9.02B | $4.48 |
| Q1 2025 | $4.23B | $529M | $0.27 |
| Q1 2024 | $77.80B | $7.91B | $4.02 |
Based on FMP financials and quantitative analysis
VODAF Latest News
No recent news available for VODAF.
VODAF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VODAF.
Price Targets
Wall Street price target analysis for VODAF.
VODAF MoonshotScore
What does this score mean?
The MoonshotScore rates VODAF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Mohamed Shameel Aziz Joosub
CEO
Mohamed Shameel Aziz Joosub has been at the helm of Vodacom Group Limited since 2012, bringing over 20 years of experience in the telecommunications industry. He holds a Bachelor of Science degree in Electrical Engineering from the University of the Witwatersrand and has held various leadership roles within the Vodafone Group prior to his current position. Joosub is known for his strategic vision and commitment to innovation in the telecommunications sector.
Track Record: Under Joosub's leadership, Vodacom has achieved significant milestones, including the successful launch of its digital financial services and expansion into new markets. He has driven the company's focus on customer-centric solutions and technological advancements, positioning Vodacom as a leader in the telecommunications space.
VODAF OTC Market Information
The OTC Other tier represents stocks that do not meet the listing requirements of major exchanges like NYSE or NASDAQ. These stocks may have less stringent reporting standards and lower liquidity compared to those listed on primary exchanges.
- OTC Tier: OTC Other
- Limited regulatory oversight compared to stocks listed on major exchanges.
- Potential for lower liquidity, leading to challenges in buying or selling shares.
- Increased volatility due to lower trading volumes.
- Less transparency in financial reporting and disclosures.
- Review Vodacom's financial statements and earnings reports.
- Assess the competitive landscape and market position.
- Evaluate the company's growth strategies and market opportunities.
- Investigate any regulatory risks that may impact operations.
- Monitor trading volume and liquidity trends on the OTC market.
- Established history as a leading telecommunications provider.
- Strong brand recognition and customer loyalty in South Africa.
- Affiliation with Vodafone Investments SA, a reputable global telecommunications company.
Common Questions About VODAF (Communication Services)
What does the AI Score mean for VODAF?
VODAF holds an AI Score of 54/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Vodacom Group Limited is a leading telecommunications provider in South Africa, offering a wide range of connectivity, digital, and financial services. The company is recognized for its …
What does Vodacom Group Limited do?
Vodacom Group Limited operates as a leading telecommunications provider, offering a diverse range of services including mobile and fixed voice communication, data services, messaging, and digital financial solutions. The company also provides cloud hosting, security services, and IoT solutions, catering to both individual consumers and businesses in South Africa and internationally.
What do analysts say about VODAF stock?
Analysts generally view Vodacom Group Limited as a strong player in the telecommunications sector, highlighting its solid financial metrics such as a profit margin of 11.8% and a gross margin of 47.1%. Key valuation metrics suggest that the stock is reasonably priced, with a P/E ratio of 15.1, while growth considerations focus on its expansion into digital services and cloud solutions.
What are the main risks for VODAF?
Vodacom Group Limited faces several risks, including intense competition from both local and international telecommunications providers, which could impact market share. Regulatory changes may also pose challenges to operational flexibility. Additionally, economic fluctuations could affect consumer spending on telecommunications services, impacting revenue growth.
What are the key factors to evaluate for VODAF?
Vodacom Group Limited (VODAF) holds an AI score of 54/100 (moderate). P/E: 15.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does VODAF data refresh on this page?
VODAF's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven VODAF's recent stock price performance?
Vodacom Group Limited (VODAF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading telecommunications provider in South Africa with a strong market share. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VODAF overvalued or undervalued right now?
Vodacom Group Limited (VODAF) trades at 15.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research VODAF before investing?
Before investing in Vodacom Group Limited (VODAF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the latest available reports and may be subject to change.